Average annual returns
Through 20251 year
30.35%
3 year
15.62%
5 year
7.86%
10 year
7.70%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Jan. 31, 2026Volatility (ann.)
11.91%
Sharpe
1.25
Sortino
2.28
Max drawdown
-28.75%
Best month
14.73%
Worst month
-18.30%
Beta vs VTIAX
1.02
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.